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Investments Summit
sources, acquires and sustainably manages timberland investments
that meet the needs of its six clients (one
multinational).
We can do this successfully for investors because at Summit we
are:
- Proven - since its inception in 2005, Summit has
earned above market returns for investors. Prior to the company's
formation, the Summit forestry team out-performed market indices
over multiple decades and cycles.
- Experienced - our company is comprised of veteran
investors and managers with significant track records in timberland investments,
management, and forestry.
- Connected - through our combined experiences, we have
found "under the radar" properties, which are typically acquired
for less.
- Independent - we are an independent, privately-held
company created exclusively to generate superior investment
results for our clients.
- Co-invested - Summit's principals have made a
significant financial commitment to timberland and expect to
continue to invest with our partners in future forestry
acquisitions.
- Entrepreneurial - we have a high energy, enthusiastic
approach to our business.
Track
Record Summit's team members have strong track records
from previous experiences at TIMOs, banks and other
organizations.
Since January 1, 2006, Summit has successfully
acquired and managed multiple timberland investments for separate
accounts. Our clients are high wealth individuals and institutions.
Summit principals have co-invested with most of them.
The investments are comprised of complimentary acquisition
transactions. Summit creates value early in the sourcing stage by
identifying smaller adjacent tracts that improve access to an
undervalued larger tract.
Approach We
seek partnerships with investors that desire to achieve long-term
asset growth and attractive risk-adjusted returns through timberland
investments. Recognizing that investor objectives vary, Summit will
structure a timber investment program that may incorporate some or
all of the following goals:
- Sustainable forest management
- Principal protection
- Superior risk-adjusted returns
- Long-term growth
- Current income
- Inflation hedge
- Diversification
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